Phil M. Kruzan, Sr., CFP®, is a Lead Advisor at the firm. He has a strong desire to serve others through a caring, compassionate relationship that seeks to improve the lives of those he works with. Phil has the unique ability to look at the sum of the parts and create a clear picture of a client’s financial position both now and into the future.
Phil earned a Bachelors of Business Administration in Finance from Iowa State University in 1986. He earned the Certified Financial Planner (CFP®) designation in 1993. For the past 27 years, Phil has gained a vast amount of knowledge and experience helping hundreds of families navigate the complexities of their financial lives.
My early career aspirations were to become an architect. I really enjoyed the thought of designing something from the ground up that provided a solution to a family’s housing dreams and desires. I decided to pursue financial planning and wealth management because of the ability to design and create the foundation and structure in a family’s financial “house.”
At home, I could be caught reading something of current events like Forbes, Fortune, Bloomberg Businessweek or trade magazines like Financial Planning, Investment Advisor or Bloomberg Wealth Manager, but only until the new issue of Bon Appetit, Food Network or Wine Spectator comes! I enjoy cooking and am always looking for something new to try…I rarely make the same thing twice. My cooking endeavors are complemented with a love of wine and listening to music. When not cooped up inside I enjoy spending time with my wife, Merri, and two sons, Phil and Tyler. We all enjoy playing tennis and traveling to new places.
A few of my favorite reads are:
- “It’s Not As Bad As You Think” by Brian Wesbury
- “The Road to Prosperity: How to Grow Our Economy & Revive the American Dream” by Patrick Toomey
- “Beating the Midas Curse” by Perry Cochell & Rodney Zeeb
One of my favorite quotes is: “Rich is the one who knows when he has enough.” Rich in relationships, work, faith, finances, health, etc.; a statement of quiet confidence and contentment.
Blog Posts By Phil Kruzan
|5/17/2013||Keeping Promises with Life Insurance|
|2/28/2013||Money Doesn't Buy Happiness|
|8/23/2012||State of Global Markets|